Patrick T. Phalen

Pat began his investment services career in 1996. In addition to his Series 6, 7, 63 and 65 registrations, he holds a degree in business administration from MacMurray College in Jacksonville, Ill. He's also licensed for life and health insurance in Illinois.

Pat is passionate not only about his work with customers and co-workers, but also the work in the community. Over the years, Pat has been involved in a volunteer capacity with many nonprofit organizations in the Springfield area. Today, he serves on the Sparc Endowment Board, the Sacred Heart-Griffin School Board and finance committee, and the Friend-in-Deed Board; he is also co-chair of Friend-In-Deed’s annual golf outing and is an ambassador for the Hope Institute for Children and Families. “Those have been some of my greatest experiences – not only impacting nonprofits and the clients they serve, but working on boards with like-minded people who also want to give back and better our community,” Pat says. “Surrounding yourself with good people has a lasting, significant impact of the rest of your life.”

Pat has three children: 16-year-old twin sons and a 14-year-old daughter. His children have been active in football, basketball, baseball, tennis, volleyball, and softball, and Pat has enjoyed coaching many of their teams throughout the years.

By working with Pat, you can benefit from his customer-focused background and the security of a premier financial organization.